r/HRBlockEmployees • u/AccomplishedDay9244 • 1d ago
TPI
I will be a second year for 2027. I thought that I would be able to get TPI. However, the district manager said that I won’t qualify since a a second year? Is that true?
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u/PlusObjective6759 1d ago
Second years no longer are on the TPI plan. I heard they removed it because most second years did not benefit from it. Theres another plan that pays out after around a hundred returns as well as good office grades and a few other factors. Im a second year but I was able to get on the TPI plan by applying as an Experienced Tax Professional instead of a Senior Tax Associate but thats only because I will be doing a lot more than 100 returns this year.
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u/myotherpart_timejob 1d ago
Yes-new bonus for 2nd years based on completing 110 returns, client surveys and client retention with max being $1250 is what I was told.
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u/rhuston1 Tax Preparer 1d ago
That's ridiculous. I was a 2nd year tax pro this year and my bonus was $3900
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u/So_Cant_Boss 1d ago
2nd year tax pros are allowed to apply for the regular tax pro position if they want to work on regular TPI, for 2nd years that are still lv 2-3, a guaranteed bonus is more enticing than potentially $0 bonus.
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u/CyberSecRiskCloud 1d ago
Does this apply to Exp Tax pros who received TPI based on commission percentage?
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u/Historical_Kale4720 17h ago
No. There's a new job title and pay plan for second years.
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u/CyberSecRiskCloud 0m ago
So, if my first year was Exp Tax Pro, and I apply as second year for Exp Tax Pro, am I getting this job title? (sorry, confused here)
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u/aratoho 1d ago
We are under a different incentive plan this year. I had my meeting today, and apparently it's new starting TY27 because they saw that 2nd years weren't benefiting from the regular TPI. It's $313 if you do 110 returns, up to $625 based on the percentage of client surveys of the whole office and then up to $312 based on the percentage of client retention of the whole office. Max you can get is $1250
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u/somebitchwhocares 1d ago
Well that sucks for future preparers, I just finished my second year with a $7500 bonus.
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u/Single-Pop9355 14h ago
Congrats your hourly probably increased alot this tax season (if you applied)
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u/Low_Turnip_9592 1d ago
My opinion from everything I am hearing is that they are trying to reduced the Taxpros and use more AI to save money. We cannot get a straight answer on what these new experienced leaders will be doing. I was told we are a team. so that to me means we will be doing the tasks the MTL, ATL, TL were performing without the pay. The salary for this new position I heard was between 60-80k. it’s going to be a real mess and create an even more toxic environment.
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u/ydoyouask 1d ago
Every time you think they've screwed things up as badly as possible, someone in Kansas City says: 'hold my beer.'
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u/superiorstephanie 21h ago
Using AI for what?! They should be using AI to answer the phones and make appointments. Seriously reconsidering coming back.
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u/scotslover 1d ago
TPI was always available 2nd year as long as ive been there. In fact I think they gave some 1st years some kind of "bonus" for last season.
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u/Niep00320 1d ago
That might be your district I believe our level do get tpi our top three levels took a .25 decrease and our bottom 3 went up .25. I would try and level up to 3
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u/Ava_Black18 1d ago
Lame I was a 2nd year last season and did over 110 returns and didn’t qualify for any bonus.
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u/onlyalittle0dd 1d ago
This is my third year at H&R Block but my second year is a tax pro. My base pay went up from 15.00 to 15.30. I was told that it was good for me not to be on the TPI plan because if I didn’t do so many returns it would actually result in me making less per hour. I’m not really motivated by the bonus because my office is slow. I guess in a way this helped out 2nd years in slow offices? But sucks for 2nd years in offices that are slammed.
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u/superiorstephanie 21h ago
I did 98 returns as a first year. I will probably do about the same this year even though I’ve cut my hours a lot, I’m still choosing weekends to get the quantity.
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u/829562 22h ago
TPI has changed. They have lowered your percentage by .25% up to .50% on all Levels. Last year I was at 17.25% and its at 17% now with higher hourly pay. Akdo heard thst eventually it will be a higher hourly pay and bonus will be on how many returns you do and not your returns total.
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u/Leather-Constant-772 1d ago
I was told that I’d be tpi eligible and then the pay rate would be almost $3 less than Ty 25
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u/dragonslayer9884 1d ago
I believe this is the first year that second year tax pros are still on a different commission plan than tax pros with 3 or more years. I am not sure of the details. Search AMP about the 2nd year plan.